Method Community

I have a problem with the convert to cutomer button that I did not notice before.

When I am in edit lead screen all the info of the lead is correct, if I click convert to cutomer the info in the edit customer screen is not complete.

The first line of the bill send to, is empty, the address is not copy to the job site address, and the full name is not filled correctly, should be "LastName, FirstName"

I know this is not the origional screen, but It has been customized by you guys, I don't know what I am doing yet to customize actions.

Since I am not using the software yet, I did not notice before.

Can someone look into it please.

Hi Marcelo,

Can you please provide us with some screen shots one from the Lead Screen showcasing a Lead information and one from the Customer Screen of the same lead when he or she is converted to a customer.

- Sam